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87 results for “Create a sales order”
Documentation
Pipeline Overview
The Pipeline screen is used to review and manage sales opportunities by stage, value, close date, assigned user, and probability.
Documentation
Shipping & Receiving Overview
The Shipping & Receiving section is used to ship customer orders, review completed shipments, get FedEx quotes, manage returns, receive purchase orders, and run shipping reports.
Documentation
Shipping Reports Overview
Shipping Reports provide open order, backorder, part demand, and backlog views for shipping and fulfillment planning.
Documentation
Start a Return Overview
Start a Return is the Returns tab used to create an authorized RMA from an eligible customer invoice.
Documentation
Tax Rates Overview
Tax Rates is where sales tax rates by location are imported and reviewed.
Blog
The Deal That Died Between ERP and CRM
How disconnected systems cost a company their top-performing sales rep and one big customer.
Blog
Why Your Best Reps Are Leaving: The Hidden Cost of a Bad CRM
Sales reps only spend 30% of their time selling. A bad CRM turns your system of acceleration into a surveillance engine - and your top talent walks.
Blog
A Trial User Told Us Our ERP Workflow Felt Disconnected. They Were Right.
A trial user told us PAX ERP felt capable but disconnected. Here is what we changed, why workflow feedback matters, and how to share your own feedback.
Documentation
Backlog Report Overview
The Backlog Report shows line-level open customer demand with due date, customer, part, quantity, pricing, discount, and backlog value.
Blog
Building an AI-Friendly Company, Just in Case AI Takes Over the World
PAX added AI-readable documentation with llms.txt, raw Markdown docs, and clean source links so AI tools can answer ERP questions without scraping noisy web pages.
Documentation
Customers Overview
The Customers screen is used to find customer records, open customer details, add customers, and run customer bulk upload workflows.
Documentation
Dashboard Overview
The dashboard is the main PAX home screen where users open the ERP and CRM areas available to their role.
Case study
How Impulse Medical Cut ERP Costs by 63% and Gained a CRM They Actually Use
Impulse Medical Technologies pays $700/month for PAX, 63% below its previous ERP cost, and saves 17 hours/month — with zero implementation costs.
Blog
How Much Does Small Manufacturing ERP Cost in 2026? (12+ Vendors Compared)
Compare manufacturing ERP subscription prices, licensing models and implementation costs, including PAX's $350 and $700 monthly plans.
Documentation
How to Bulk Upload Contacts
Use this workflow to validate and import customer contact records from a CSV file.
Documentation
How to Bulk Upload Customer Addresses
Use this workflow to validate and import customer address records from a CSV file.
Documentation
How to Bulk Upload Customers
Use this workflow to validate and import new customer master records from a CSV file.
Documentation
How to Complete Task
Use this workflow to mark CRM follow-up work complete after the work is done.
Documentation
How to Delete Inventory Item
Use this workflow to soft-delete an active inventory item so it no longer appears in active inventory lists and normal selection dropdowns.
Documentation
How to Email Invoice
Use this workflow to send a customer invoice email with the invoice PDF attached.